SmartBug Media

JUNE 2, 2021

Before diving into a customer relationship management (CRM) platform integration project , one step to take is the always important but somewhat dreaded task of data cleaning. Quite simply, the goal of data cleaning is to remove data that is incorrect in an effort to prepare data for analysis or an integration.

De-duplication 94

De-duplication CRM Data Hygiene Analysis 94

Zoominfo

FEBRUARY 12, 2019

In order to convert leads into paying customers, you must have a comprehensive lead management process in place. But, the process of lead management is every bit as multilayered and complex as the modern buyer’s journey. As we’ve established, lead management is a complex, multi-step process. Fortunately, we’re here to help.

Lead Ranking 172

Lead Ranking Work Management Lead Management Marketing Management 172

Zoominfo

FEBRUARY 12, 2019

In order to convert leads into paying customers, you must have a comprehensive lead management process in place. But, the process of lead management is every bit as multilayered and complex as the modern buyer’s journey. 7 Tips for Improved Lead Management As we’ve established, lead management is a complex, multi-step process.

Lead Ranking 100

Lead Ranking Work Management Lead Management Marketing Management 100

Rev

FEBRUARY 15, 2023

CRM, marketing automation platform or data warehouse) for data tracking and analysis so that all teams can easily access the same key performance indicators and data points. For example, implementing a data management platform can help ensure consistency and accuracy in your revenue data.

Ideal Customer Profiles 78

Ideal Customer Profiles Practices Lead Ranking De-duplication 78

DealSignal

MARCH 11, 2019

A few years back, I attended a three-hour “vendor shoot out” between two CRM vendors hosted by an IT services firm. The consultants ran through a series of standard CRM processes including lead management, dashboards, record customization by the site admin, and Outlook integration. The math behind data decay.

Enterprise Management 78

Enterprise Management Marketing Automation Services Data Hygiene De-duplication 78

SalesIntel

FEBRUARY 8, 2023

Data that is duplicated, erroneous, and harmful to your success. Data is the lifeblood of your CRM system, and data errors affect the entire system, sales effectiveness, and revenue. It provides information that takes up your time and leads teams to lose faith in the CRM and one another.

Ideal Customer Profiles 52

Ideal Customer Profiles De-duplication De-duping B2B 52

Biznology

JANUARY 30, 2015

Then, develop a very simple process by which reps pass their data to this group. Consider enabling the data input group with a real-time interface with a database services provider to prompt the standard company name and address. How do I match and de-duplicate customer records effectively?

De-duplication 80

De-duplication Work Management Marketing Management Marketing Attribution 80